The Challenges and Opportunities of Goals Based Investing - Steve Wendel
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When: Anytime
Where: Webinar
United States
Presenter: Steve Wendel, Morningstar
Contact: Dee Farris

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Goals-based investing is a powerful tool for helping investors stay on track, especially during volatile times.  Describing one’s financial goals seems straightforward, but it’s surprisingly tricky.  In this talk, Dr. Wendel will offer lessons from behavioral science about how introspection often fails clients, and can lead them down a path they’ll later regret.  He’ll offer techniques for overcoming these obstacles, and ensuring that investors aim at the right target.


What you'll learn:

  • Why “thinking hard” about investment goals simply isn’t enough

  • Behavioral research into how minor details about our environment radically shape the goal planning process

  • How to more clearly assess long term goals

  • Research lessons about the types of goals and experiences tend to be rewarding in the long run



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